Manager retains
The manager keeps its brand, assets or fund strategy, proposed economics, client and investor relationships, and the commercial decisions behind the proposition.
Fund manager guide
One solution for your investment offering.
We provide one solution for fractional investment: legal, compliance, technology and operating infrastructure that works together so you can focus on building your business.
Your organisation keeps its brand, strategy, assets and investor relationships. Each deployment has its own documented issuer, licensee, provider, product and governance arrangements.
Commercial fit
Keep control of your offering, with the services behind it brought together
The manager or asset owner sets the strategy, proposed minimums, fees, distributions, communications and lifecycle approach. We configure the agreed branded investor and administrator journeys, workflows, records and administration, so you don't have to piece every part together.
What we provide
Within the agreed scope, the service brings together established legal documentation and regulatory arrangements, branded investor journeys, compliance, payments, records, administration and reporting.
Scope is agreed separately
Before a delivery commitment is made, product approvals, provider terms, bespoke product work, migrations, new integrations and native-app release conditions are identified.
New offering or existing fund
Choose the pathway before configuring the experience.
New offering
With the relevant product parties, establish the strategy, intended investors, proposed economics, product framework, decision owners and branded operating scope.
Existing-fund assessment
Keep the established brand, strategy, assets and relationships while the relevant rights, permissions and approvals, investor and registry data, providers and integrations are assessed. Tokenisation and migration are not automatic.
Illustrative worked example
A wholesale property fund, with one connected investor experience.
Consider a manager developing a wholesale property offering. The example below compares the work involved, not investment performance or a promised saving.
Building independently
The manager would arrange product documentation and accountable roles, then select and connect onboarding, investor applications, payment services, registry and reporting. It would also coordinate how those parts work together.
Using Fractional Assets
The manager starts with our established frameworks and connected platform. The product’s responsible parties approve its terms and roles; we deliver the branded journeys, records and administration included in the commercial agreement.
Timing and scope
Plan the standard-web launch once scope is clear.
For an agreed standard-web implementation, launch can be targeted in as little as 30 days when the required inputs, agreed scope and branding, product documentation, product-specific approvals, timely decisions and sign-off, readiness, acceptance testing and integration readiness are in place. It is a planning target, not a guarantee. Existing-fund assessment or migration, native-app releases, bespoke work, new integrations and external dependencies are agreed separately and can take longer.
Set the inputs early
Confirm the brand assets, investment proposition, target client segment, proposed product rules, legal-tailoring input and who will review scope, testing and release decisions.
Plan additional work separately
Keep existing-fund migration, new legal structures, provider work, significant integrations and native releases outside the standard-web planning target.
Product design detail
Available cash, investment holdings and exits have different rules.
Relevant providers support the agreed account and payment arrangements, and the platform operator does not hold investor cash. The branded interface can show available cash, investment holdings and transactions. Product instruments set the fractional-interest rights, while digital records support registry, administration and reporting.
Available cash
Available cash may be withdrawn through the supported payment process, subject to the applicable account and payment-provider terms, verification and transaction controls.
Holding and exit
Eligible subscriptions follow the approved product rules. Transfers, redemptions, buybacks and liquidity windows can be configured only where those rules, eligible participants and market conditions permit.
Documented case study
MyBrix is a product-specific branded implementation.
The MyBrix PDS documents product-specific roles and rights for Brix. A different offering requires its own documented issuer, licensee, provider, governance and investor-rights arrangements.
Shown here is the genuine MyBrix investor experience. Its product arrangements are specific to MyBrix.
Rights before the record
MyBrix PDS page 8 describes Brix as contractual economic rights while the relevant property owner retains legal title. A digital fractional interest does not itself give an investor legal title to an underlying asset.
Controlled digital participation
The MyBrix PDS describes controlled digital holding and transaction records for its product. These are MyBrix-specific arrangements, not another product’s terms.
ExploreDecide whether to launch or assess an existing fund.
Discuss the fund proposition, any relevant existing-fund assessment, product arrangements and the service scope.